CIK: 0001697274
申报总市值
US$4.5亿
仅显示前 200 大持股（共 374 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.09% | -2.19% | +17.74% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.39% | -0.81% | +0.73% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.02% | -0.19% | +1.23% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.83% | +0.53% | +6.01% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.73% | — | +5.52% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.45% | — | +0.84% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.41% | -0.19% | -0.55% | |
| 8 | SON | Sonoco Products Co | 股票-周期性消费 | 2.35% | — | +10.60% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.18% | -0.23% | +2.25% | |
| 10 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.50% | — | +2.04% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.49% | — | +75.74% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.47% | — | +38.44% | |
| 13 | HON | Honeywell International INC | 股票-工业 | 1.46% | — | -18.58% | |
| 14 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.43% | — | +2.49% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.27% | — | -16.14% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.25% | — | +0.98% | |
| 17 | WOOD | Ishares Global Timber & Fore | ETF-其他 | 1.23% | — | +46.87% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 1.16% | — | +0.67% | |
| 19 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 1.09% | — | +6.18% | |
| 20 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.07% | — | +1.54% | |
| 21 | GPN | Global Payments INC | 股票-工业 | 1.05% | — | +2.86% | |
| 22 | VZ | Verizon Communications INC | 股票-通信服务 | 1.03% | — | -1.59% | |
| 23 | HD | Home Depot INC | 股票-周期性消费 | 1.02% | — | -0.20% | |
| 24 | ADBE | Adobe INC | 股票-科技 | 1.01% | — | +1.50% | |
| 25 | LMT | Lockheed Martin CORP | 股票-工业 | 0.97% | +0.39% | -23.73% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.93% | -0.14% | — | |
| 27 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.91% | — | +92.02% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.90% | +0.20% | +3.52% | |
| 29 | NFLX | Netflix INC | 股票-通信服务 | 0.90% | — | +1.19% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.86% | +0.26% | +93.94% | |
| 31 | PYPL | Paypal Holdings INC | 股票-金融 | 0.84% | — | +15.16% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.84% | — | +4.07% | |
| 33 | NOC | Northrop Grumman CORP | 股票-工业 | 0.84% | — | +4.30% | |
| 34 | UTXZ | United Tech CORP | 股票-其他 | 0.81% | — | +4.63% | |
| 35 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.80% | — | -45.16% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.79% | — | +4.31% | |
| 37 | AMAT | Applied Materials INC | 股票-科技 | 0.79% | +0.22% | -21.72% | |
| 38 | ETRA | E*trade Financial CORP | 股票-其他 | 0.78% | — | +62.05% | |
| 39 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.76% | — | -0.25% | |
| 40 | AMT | TD Ameritrade Holding CORP | 股票-房地产 | 0.75% | — | +87.83% | |
| 41 | IDV | Ishares International Select | ETF-其他 | 0.75% | — | +1.77% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.74% | — | -8.80% | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.73% | — | -0.61% | |
| 44 | ZTS | Zoetis INC | 股票-医疗保健 | 0.73% | — | +39.94% | |
| 45 | GS | Goldman Sachs Group INC | 股票-金融 | 0.71% | — | +0.70% | |
| 46 | FDX | Fedex CORP | 股票-工业 | 0.70% | — | +2.71% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.66% | — | +1.81% | |
| 48 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.65% | — | +3.57% | |
| 49 | ABMDEUR | Abiomed INC | 股票-其他 | 0.65% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.16% | +1.99% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWR | Ishares Russell Mid-cap ETF | +0.7% | +75.74% | 加仓 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +17.74% | 加仓 |
| 3 | NKE | Nike INC -cl B | +0.5% | +92.02% | 加仓 |
| 4 | AMZN | Amazon.com INC | +0.5% | +1.23% | 加仓 |
| 5 | COST | Costco Wholesale CORP | +0.5% | +93.94% | 加仓 |
| 6 | NVDA | Nvidia CORP | +0.4% | +38.44% | 加仓 |
| 7 | BDX | Becton Dickinson And Co | +0.4% | +1264.74% | 加仓 |
| 8 | META | Meta Platforms Inc-class A | +0.4% | -0.55% | 减仓 |
| 9 | WOOD | Ishares Global Timber & Fore | +0.4% | +46.87% | 加仓 |
| 10 | SON | Sonoco Products Co | +0.4% | +10.60% | 加仓 |
| 11 | ETRA | E*trade Financial CORP | +0.3% | +62.05% | 加仓 |
| 12 | AAPL | Apple INC | +0.3% | +6.01% | 加仓 |
| 13 | AMT | TD Ameritrade Holding CORP | +0.3% | +87.83% | 加仓 |
| 14 | NVCR | NovoCure Limited | +0.3% | +91.97% | 加仓 |
| 15 | ATVIEUR | Activision Blizzard INC | +0.3% | +454.78% | 加仓 |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.3% | +5.52% | 加仓 |
| 17 | ANETEUR | Arista Networks INC | +0.3% | +4516.67% | 加仓 |
| 18 | MSFT | Microsoft CORP | +0.2% | +0.73% | 加仓 |
| 19 | V | Visa Inc-class A Shares | +0.2% | +2.25% | 加仓 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.84% | 加仓 |
| 21 | ITW | Illinois Tool Works | -0.3% | -95.60% | 减仓 |
| 22 | PEP | Pepsico INC | -0.3% | -98.68% | 减仓 |
| 23 | LIT | Global X Lithium & Battery T | -0.3% | -98.70% | 减仓 |
| 24 | ROK | Rockwell Automation INC | -0.3% | -98.82% | 减仓 |
| 25 | REGL | Prshrs S&p Mid 400 Dvd Arist | -0.4% | -61.82% | 减仓 |
| 26 | ORCL | Oracle CORP | -0.4% | -93.28% | 减仓 |
| 27 | PFE | Pfizer INC | -0.4% | -44.89% | 减仓 |
| 28 | JNJ | Johnson & Johnson | -0.4% | -16.14% | 减仓 |
| 29 | HON | Honeywell International INC | -0.4% | -18.58% | 减仓 |
| 30 | AMAT | Applied Materials INC | -0.4% | -21.72% | 减仓 |
| 31 | ROBO | Robo Global Robotics And Aut | -0.5% | -96.56% | 减仓 |
| 32 | LMT | Lockheed Martin CORP | -0.5% | -23.73% | 减仓 |
| 33 | TIP | Ishares Tips Bond ETF | -0.8% | -63.59% | 减仓 |
| 34 | EZU | Ishares Msci Eurozone ETF | -0.8% | -45.16% | 减仓 |
| 35 | C | Citigroup INC | -0.9% | -62.08% | 减仓 |
| 36 | EEM | Ishares Msci Emerging Market | -1% | -73.15% | 减仓 |
| 37 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建仓 |
| 38 | ✓ | Powershares Qqq Trust Ser 1 | — | EXIT | 清仓 |
| 39 | ✓ | Currencyshs Japanese Yen Tr | — | EXIT | 清仓 |
| 40 | HACKUSD | Etfmg Prime Cyber Security E | — | NEW | 新建仓 |
| 41 | DE | Deere & Co | — | EXIT | 清仓 |
| 42 | CWH | Camping World Holdings Inc-a | — | EXIT | 清仓 |
| 43 | PXDEUR | Pioneer Natural Resources Co | — | NEW | 新建仓 |
| 44 | BOX | Box INC - Class A | — | EXIT | 清仓 |
| 45 | LVMUY | Lvmh Moet Hennessy-unsp Adr | — | NEW | 新建仓 |
| 46 | GILD | Gilead Sciences INC | — | EXIT | 清仓 |
| 47 | BSX | Boston Scientific CORP | — | NEW | 新建仓 |
| 48 | TWTRUSD | Twitter INC | — | NEW | 新建仓 |
| 49 | IDXX | Idexx Laboratories INC | — | NEW | 新建仓 |
| 50 | CMI | Cummins INC | — | EXIT | 清仓 |